{
  "crd_number": 335624,
  "slug": "connective-wealth-partners-llc-335624",
  "primary_business_name": "CONNECTIVE WEALTH PARTNERS, LLC",
  "legal_name": "CONNECTIVE WEALTH PARTNERS, LLC",
  "dbas": [
    "FINANCIAL GYM ADVISORS",
    "PRIVATE WEALTH COLLECTIVE",
    "THE FINANCIAL GYM"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 77567476.0,
  "raum_discretionary": 77567476.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 13,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38582019.0,
      "count": 311
    },
    "high_net_worth_individuals": {
      "raum": 38985457.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OR",
    "PA",
    "RI",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://connectivewealth.ai"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335624",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/connective-wealth-partners-llc-335624",
  "display_name": "Connective Wealth Partners, LLC",
  "summary": "Connective Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Connective Wealth Partners, LLC (CRD 335624): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Connective Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Connective Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Connective Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Subscription: $10,000 a year (ongoing financial planning fee); Flat fee: $25,000 (stand-alone financial planning services); Hourly rate: $175 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Connective Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Connective Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335624."
    },
    {
      "q": "How much does Connective Wealth Partners, LLC manage?",
      "a": "Connective Wealth Partners, LLC reports $77,567,476 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Connective Wealth Partners, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Connective Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2025 data and $77,567,476 in the October 2026 data. Total employees: 11 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Connective Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (5)."
    },
    {
      "q": "Which custodians does Connective Wealth Partners, LLC use?",
      "a": "Connective Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Connective Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335624"
    },
    {
      "q": "Does Connective Wealth Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 says: \"CWP generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Connective Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in RI."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 11,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 77567476.0,
      "total_employees": 13,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in RI."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Private Wealth Collective.",
        "Added the business name Financial GYM Advisors."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $36,656,856 to $77,567,476 (+112%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 10.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $36,656,856."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $10,000 a year (ongoing financial planning fee)",
      "Flat fee: $25,000 (stand-alone financial planning services)",
      "Hourly rate: $175 an hour (financial planning)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.50% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "CWP generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $10,000 a year (ongoing financial planning fee)"
        ],
        "quotes": [
          "For certain Clients, the Advisor will charge an ongoing financial planning fee ranging up to $ 10,000 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $25,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "The Advisor also offers stand -alone financial planning services for a  fixed engagement fee ranging up to $25,000 per engagement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $175 an hour (financial planning)"
        ],
        "quotes": [
          "Additionally, the Advisor may charge an hourly fee for financial planning ranging up to $175 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "ongoing financial planning fee"
        },
        {
          "kind": "flat",
          "amount": 25000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 175.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning"
        }
      ]
    },
    "quotes": [
      "Wealth management fees range from 0.50% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "CWP generally does not impose a minimum relationship size.",
      "For certain Clients, the Advisor will charge an ongoing financial planning fee ranging up to $ 10,000 annually.",
      "The Advisor also offers stand -alone financial planning services for a  fixed engagement fee ranging up to $25,000 per engagement.",
      "Additionally, the Advisor may charge an hourly fee for financial planning ranging up to $175 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/connective-wealth-partners-llc-335624.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 311,
      "fewer_than_5": false,
      "raum": 38582019.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 38985457.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335624",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}